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Edit Business | Swann Financial Consultancy
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"At Swann Financial, we specialise in inheritance tax and estate planning, but also Pension & Investment Planning, Specialist Insurance, Long term care planning and Mortgages along with in business and corporate financial planning.We have a 40 team at Swann Financial Consultancy and look after £500 million of client funds and are a major practice within St James’s Place. Providing face-to-face specialised advice across the UK.Swann Financial is an Appointed Representative of and represents only St. James's Place Wealth Management plc which is authorised and regulated by the Financial Conduct Authority. The title ‘Partner Practice’ is the marketing term used to describe St. James’s Place representatives.""At Swann Financial, we specialise in inheritance tax and estate planning, but also Pension & Investment Planning, Specialist Insurance, Long term care planning, and Mortgages along with in business and corporate financial planning.We have a 40 team at Swann Financial Consultancy and look after £700 million of client funds and are a major practice within St James’s Place. Providing face-to-face specialised advice across the UK.Swann Financial is an Appointed Representative of and represents only St. James's Place Wealth Management plc which is authorised and regulated by the Financial Conduct Authority. The title ‘Partner Practice’ is the marketing term used to describe St. James’s Place representatives."
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